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paolostu

paolostu
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  • Apple's Sane Advantages [View article]
    Mark I tend to agree with you. System integration is one of the key competitive advantages that apple's has over competitors. I would identify another source of competitive and that is user experience. We have been working every day on android and apple and the difference in user experience becomes clearer and clearer every day. The Apple phones are designed with having in mind a continuing between the machine and the human using it. The amount of details taken care of is stunning. Most single actions are optimized for users. This is a key unfair advantage for which you ultimately pay some what a 10-15% premium over the equivalent android phones. Apple integrability though, comes at the price of not being fully integrated with ecosystem of android development and with being a close platform.
    As for resale price, I would have a question for you and people in this article:
    Why people buy resold Apple phones? Is it because they cannot afford a new one?
    Are the markets of new phone and used phone overlapping or they are distinct?

    We use Tabex for creating excel spreadsheet templates, screen scraping financial data http://bit.ly/1Lxh2Qn and feed our excel financial modeling.
    Mar 19, 2015. 11:43 AM | 3 Likes Like |Link to Comment
  • Today's Market: Apple's Streaming Service, Comcast's Folly And A Cybersecurity Deal [View article]
    $APPL has already ventured the entertainment industry with Icloud and created a winning business proposition at two levels. On a one end APPL has embedded content management and content discovery features on both its devices as well as on the cloud repository for the content material. On the other end $APPL has also created a powerful online/cloud retail that has over time given $APPL a strong leverage of content producing companies. With Video consumption on mobile increasing and with increasing bandwidth availability it seems to us this a natural move for $APPL. As for the entry strategy, it maybe possible that the cupertino Giant will in the first phase make compromises on the type of content that will be streamed or may offer a portion of the same at freemium. One will have to judge the financial upside of this initiative over the medium long run. It is common fo silicon valley company to find market traction first and revenue second.

    We use tabex to create excel spreadsheet templates http://bit.ly/1ARBosd for our financial models.
    Mar 17, 2015. 11:30 AM | Likes Like |Link to Comment
  • How To Prepare For An Approaching Bear Market [View article]
    The problem with implementing these broad suggestions is that it is not clear which % of portfolio to allocate to each single strategy and when actually dynamically change this allocation.
    I would be curious to learn what you thing of the top tech stocks such as $APPL, $GOOGL and $FB etc.. Will they go down and when?

    We use Tabex to screen scraping #financial data and convert pdf to #excel for our excel #financial modeling. http://bit.ly/19YwK6a
    Mar 17, 2015. 03:40 AM | Likes Like |Link to Comment
  • QE Is No Use Because It Just Boosts Asset Prices? [View article]
    If I am correct you are postulating that QE does not increase asset price.
    Do you have some quantitative study you could refer to? Thanks

    we use tabex for our financial modeling.
    Mar 17, 2015. 03:24 AM | Likes Like |Link to Comment
  • STMicroelectronics posts 5.2% gain on BofA target hike [View news story]
    STM remains a solid company and the favorable USD to Eu exchange will increase sales.

    We use web scraping to export data into excel financial modeling http://bit.ly/1DqvkO9
    Mar 17, 2015. 03:13 AM | Likes Like |Link to Comment
  • WSJ: Apple talking Web TV service for fall launch [View news story]
    $APPL has already ventured the entertainment industry with Icloud and created a winning business proposition at two levels. On a one end APPL has embedded content management and content discovery features on both its devices as well as on the cloud repository for the content material. On the other end $APPL has also created a powerful online/cloud retail that has over time given $APPL a strong leverage of content producing companies. With Video consumption on mobile increasing and with increasing bandwidth availability it seems to us this a natural move for $APPL.

    We use tabex to create excel spreadsheet templates http://bit.ly/1ARBosd for our financial models.
    Mar 17, 2015. 02:45 AM | Likes Like |Link to Comment
  • Long And Winding Road Ahead For LeapFrog [View article]
    Thanks for the article. What I do not fully grasp from this article is if the TV product itself has potential as it is or not. Would like to see more direct competitors and competitive product analysis. Specifically does the product have a problem with matching a real need out there or there is a problem , as you seem to imply in the marketing/sale channel: that is distribution. Secondly you allude on operational efficiency needed. First is management aligned with this vision and secondly why should they execute correctly. This is a product perspective, hope it adds some value.

    I use http://bit.ly/1DqvkO9 for screen scraping data from SA, convert pdf to excel and create excel spreadsheet templates for my financial modeling.
    Mar 16, 2015. 04:17 PM | Likes Like |Link to Comment
  • Bill Gross: Going To The Dogs [View article]
    THe parallel with the dogs was quite funny. It would be interesting to understand if Mr. Gross is predicting a new financial crisis among the lines of this article?

    BTW I used http://bit.ly/1DqxJbF to create excel spreadsheet templates for my financial modeling and to convert pdf to excel for financial securities.
    Mar 16, 2015. 01:54 AM | Likes Like |Link to Comment
  • Facebook Powers Up Its E-Commerce Ambition [View article]
    The article on Facebook acquisition of Thefind is informative on the interests of $FB. Neverthless I feel it is missing to explain how the current 6+ millions per month users of 'thefind" will benefit from the search engine being moved from the free web into within #FB. Will they be happy to migrate? And why? Why should they not migrate on other platforms ?
    The author seems to make an association that 1.4B ( nominal) user will transform or mostly convert in to fb-driven "thefind". This is an assumption that needs some more backing from research. What are the patterns of use of thefind? Can they be migrated or amplified in the $FB ecosystem? This would be interesting to learn.

    I have extracted the data contained in this article via screen scraping and converted them from pdf to excel and automatically inserted into my excel financial models http://bit.ly/1DqvkO9
    Mar 16, 2015. 01:34 AM | Likes Like |Link to Comment
  • Does Reading Seeking Alpha Really Help Beat The Market? A 5-Year Meta-Analysis [View article]
    Article is well written and well researched. I agree with some of the commentators above that the average value derived from each individual investors depends ultimately on the investor's analysis of what is read.

    In some cases, especially when you start looking at a new security, SA is a good place to start to see what type of analysis other investors make. There is substantial value in analyzing the thought process of other individuals as well as the data and factors that the use as inputs in their analysis.

    I also find a large amount of data in all these articles from graphs to tables and tend to use them by screen scraping and send them to my financial models.
    I use this tool to do that http://bit.ly/1b1oa7e

    One items I would like to understand is whether or not seeking alpha can be used stand alone without accessing other databases. Does it give the 80% or 50% of info an investor needs to make a reasoned decision on a stock ?
    Mar 11, 2015. 03:54 AM | 2 Likes Like |Link to Comment
  • PayPal buying mobile payments provider for reported $280M [View news story]
    Would like to hear your opinion on the role of credit card companies in this. What will be their competitive move against all of these new entrants in payment?
    More broadly would like to hear about which company in payment is poised for IPO and post IPO growth without being acquired.

    I write on softare utilities for financial analysts at:
    http://seekingalpha.co...
    Mar 3, 2015. 01:01 AM | Likes Like |Link to Comment
  • This REIT Doesn't Build Real Estate, It Builds Ecosystems [View article]
    Brad nice article backed with several data, tables and illustrations. I would like to understand what you expect to be the return if the buying price was 87.

    For the other readers wanted to mention that you can build financial models and make your own financial analysis on excel by scraping the web tables or taking a screen shot and than automatically export to excel. I use http://bit.ly/19YwK6a for both data scraping and pdf to excel conversion.
    Feb 25, 2015. 02:04 AM | Likes Like |Link to Comment
  • U.S. Tech Stocks Ride The Economic Cycle [View article]
    Heidi thank you for your article
    3 thoughts on this:

    a) Several analysts continue to predict that interest rates should not increase and that diminishes the thesis that interest rates will harm utilities and teleco.

    b) inside teleco there are innovative small caps that are growing companies for example EIGHT and RNG

    c) What companies in the tech sector do you believe will be less susceptible to the volatility you anticipate?

    I find it useful to do screen scraping and convert data to excel for my financial modeling, I usually use http://bit.ly/19YwK6a to export pdf to excel or take a screen shot of tables and datasheets and convert them to excel.
    Feb 25, 2015. 01:25 AM | Likes Like |Link to Comment
  • MannKind's (MNKD) CEO Hakan Edstrom on Q4 2014 Results - Earnings Call Transcript [View article]
    After many year finally FDA approval. Congratulation.
    BTW if you need screen scraping of medical data or scraping of data from pdf form in excel i recommend http://bit.ly/19YwK6a
    Feb 25, 2015. 12:50 AM | 1 Like Like |Link to Comment
  • The VIX: What It Is, What It Isn't, What To Do About It Now [View article]
    Peter, interesting article. I have not fully understood how you correlate short term market moves to VIX but appreciated the various normalization approaches to reduce biases. BTW I use http://bit.ly/19YwK6a to screen scraping data from articles and PDF.
    Feb 25, 2015. 12:46 AM | Likes Like |Link to Comment
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